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Brinker Capital Investments’s Hawaiian Electric Industries HE Stock Holding History

Brinker Capital Investments’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$482K Sell
32,494
-2,470
-7% -$37.4K ﹤0.01% 1480
2025
Q4 		$430K Buy
34,964
+10,610
+44% +$123K ﹤0.01% 1651
2025
Q3 		$269K Buy
+24,354
New +$277K ﹤0.01% 1820

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brinker Capital Investments's HE Position: Q1 2026 in Review

Brinker Capital Investments reduced its Hawaiian Electric Industries (HE) stake by 7.1% in Q1 2026, selling an estimated $37.4K and leaving 32,494 shares worth $482K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Brinker Capital Investments first reported a position in HE in Q3 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • Brinker Capital Investments held 32,494 shares of Hawaiian Electric Industries worth $482K as of Q1 2026.
  • Brinker Capital Investments sold 2,470 Hawaiian Electric Industries shares in Q1 2026, an estimated $37.4K.
  • Hawaiian Electric Industries made up ﹤0.01% of Brinker Capital Investments's portfolio in Q1 2026, its #1480 holding.
  • Brinker Capital Investments first reported a position in Hawaiian Electric Industries in Q3 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.